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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,943 | $88,815-62.9% | $81,882-59.8% | $145,897-77.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.67% | 1033.75%-1019.1pp | 779.47%-764.8pp | 552.29%-537.6pp |
| Employer contribution / active EE | $2,583 | $3,086-16.3% | $2,916-11.4% | $4,663-44.6% |
| Participant deferral / active EE | $4,482 | $4,647-3.6% | $4,323+3.7% | $6,689-33.0% |
| Admin fee / account holder | $7,308 | $8,434-13.4% | $7,360-0.7% | $13,390-45.4% |